Managing payment types

Managing payment types

Whenever a payment is recorded, you'll be able to specify what form that payment was in.  Common payment types (e.g., cash, check, and credit card) are available by default.  However, you can edit or delete these defaults, or add your own payment types.  Payment types will appear in the order that they appear under "configurations" in Settings, which can be set by dragging each line into the position you prefer.

To view existing payment types:
  1. Click on Settings
  2. Click on "configurations" and select the option to view payment types
To create a new payment type:
  1. Click on Settings
  2. Click on "configurations" and select the option to add a new payment type
  3. Complete the form that appears
To edit an existing payment type:
  1. Click on Settings
  2. Click on "configurations" and select the option to view payment types
  3. Click on the gear icon next to the payment type that you want to edit and select the edit option
  4. Make your desired edits in the form that appears, and click "save"
Payment types associated with CardConnect (i.e., "CardConnect On-File", "CardConnect Key-In", and "CardConnect Terminal") will appear automatically in your payment type list, and they cannot be edited or deleted.

To delete a payment type:
  1. Click on Settings
  2. Click on "configurations" and select the option to delete the payment type
  3. Confirm your intent to delete the payment type
A payment type can only be deleted if it has never been used.  If a payment type has been used, you will be able to "suspend" that payment type instead.  Suspended payment types will not be available for use when recording payment.


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